Zullo Investment Group, Inc.
● SEC registered since 2020CRD 311698SEC# 801-120008Scranton, PA
Reg. AUM
$423M
Employees
3
Accounts
1,374
Location
Scranton, PA
Zullo Investment Group, Inc. assets under management
Zullo Investment Group, Inc. operates as an SEC-registered investment adviser based in Scranton, PA. The firm has been registered since 2020. It reports $423 million in regulatory assets under management and employs 3 people.
Zullo Investment Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sandra Jean Galdieri Kosiba | Cco | Under 5% | 2020 |
| Tracy Aaron Zullo Control | Principal | Over 75% | 2017 |
Frequently asked questions
How much does Zullo Investment Group, Inc. manage?
Zullo Investment Group, Inc. reports $423 million in regulatory assets under management on its Form ADV.
How many employees does Zullo Investment Group, Inc. have?
Zullo Investment Group, Inc. reports 3 employees.
Where is Zullo Investment Group, Inc. located?
Zullo Investment Group, Inc. is based in Scranton, PA and has been SEC-registered since 2020.
Does Zullo Investment Group, Inc. disclose fund performance?
Zullo Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 132 Adams Avenue, Scranton, PA 18503 |
| Phone | 570-543-5255 |
| Fax | 570-227-2821 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1909760 |
| Discloses disciplinary history | No |
Regulatory AUM
$423M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$423Mregulatory AUM
Discretionary $423M